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10 Best CRM for Addiction Recovery Software

20 min read
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This article highlights the ten best CRM options for addiction recovery software, including their key features and benefits. 

Key Takeaways

Here are a few takeaways from this article:

  • Addiction recovery software is designed to help manage patient data, track progress, and improve the efficiency of addiction treatment facilities. 
  • When evaluating health CRM and EHR software options, it's important to consider functionality and features, ease of use and user experience, and security and compliance. 
  • Addiction recovery software can streamline administrative tasks in addiction treatment centers by offering features like scheduling, billing, reporting, and patient management, improving treatment outcomes and reducing errors. 
  • Various CRMs and EHR software are available, including but not limited to FiveCRM, Kareo, TherapyNotes, SimplePractice, Cerner, or TheraNest.

Table of Contents:

What is Addiction Recovery Software? 

Addiction recovery software is a software solution designed for addiction treatment centers and rehab clinics to help manage patient data, track progress, and improve the facility's overall efficiency

The software provides features that help streamline various administrative tasks such as scheduling, billing, and reporting. It also offers tools for patient management, such as patient assessments, progress tracking, and customized treatment plans.

The primary objective of addiction recovery software is to help addiction treatment centers better understand their patient's needs and provide personalized care. It allows healthcare professionals to access their patient’s medical history, current medications, and other relevant information, which can help improve treatment outcomes. At the same time, it can help reduce prescription and medication management errors and improve communication with patients and their families. 

How to Evaluate Health CRM and EHR software options

Evaluating health CRM and EHR software is critical to ensure the system will meet your organization's needs and improve overall efficiency. Here are a few things you should pay attention to.

Functionality and Features

The software you choose should be comprehensive, easy to use, and include the necessary features to meet your needs.

Critical features to look for include appointment scheduling, billing and coding, patient charting, lab integration, e-prescribing, and customizable templates. You should also consider whether the software is cloud-based or on-premises and whether it can integrate with other systems you might be using.

Ease of Use and User Experience

Both ease of use and user experience are critical factors when choosing health software. 

Prioritize user-oriented and intuitive interfaces that suit all your team members, including those with minimal technical experience. The system should provide clear and concise instructions, and the user interface should be customizable to suit individual preferences. Moreover, the software should allow quick navigation and data entry, eliminating time-consuming processes.

Another significant consideration is user experience. The software should complement your organization's daily workflow and enhance the overall experience, making it enjoyable and efficient for all users. A system that is easy to navigate reduces administrative burden, can positively impact the adoption rate, and even improve patient care.

Security and Compliance

Your software of choice should comply with healthcare regulations like HIPAA and GDPR by implementing strict access controls and encryption of sensitive data. This ensures patient data is protected while providing easy-to-use systems promoting compliance. Other essential elements include data recovery solutions, automatic backups, and data encryption protocols. 

By selecting a system that conforms to industry standards for security and compliance, healthcare organizations can ensure their patients' personal health information is kept private and secure, avoiding potential fines and reducing liability risk.

FiveCRM

10 Best Marketing Automation Lead Generation Software | FiveCRM

Rating: 4.4/5 (G2)

Key Features:

  • Customizable workspace: FiveCRM allows recovery centers complete control over their CRM software. All of its dashboards, reports, and workflows are completely customizable to fit any program.
  • Patient and program management: FiveCRM provides automation for most administrative tasks, bringing the focus back to the program and its patients.
  • Track patient progress: FiveCRM provides effective and streamlined patient and operations management. Track the patients and make data-driven decisions on follow-ups, specific needs, etc.

FiveCRM is a customer relationship management platform offering a highly customizable sales solution for outbound and lead generation teams to streamline and improve outbound sales processes​.

But did you know FiveCRM was designed for addiction recovery centers?

The highly customizable CRM software provides addiction recovery centers the ability to streamline operations by effectively managing patient data and automating many administrative tasks.

FiveCRM provides tools to monitor the entire patient journey, from admission to discharge.

The custom reports provide quick and easy insight into trends in admissions, discharges, and even occupancy rates.

FiveCRM also provides the opportunity to create multiple workflows and custom forms based on the needs of various programs, and even patients.

This all-inclusive system simplifies the job of patient management professionals and allows you to spend your time, focus, and energy on what's most important: your patients.

Kareo

Kareo Clinical Software Reviews, Demo & Pricing - 2023

Rating: 4/5 (G2)

Key Features:

  • Comprehensive: Kareo is a complete technology platform, purpose-built to meet the needs of independent practices. It provides solutions for care delivery, insurance reimbursement, patient collections, and patient experience. 
  • Specialty-specific solutions: Kareo's platform can be tailored to the unique needs of a practice's specialty, with recent improvements to better serve mental health and physical therapy providers. 
  • Simple design: Kareo is designed to be user-friendly, with free support, free onboarding, free training, and clear and straightforward pricing. 

From its robust cloud-based EHR, integrated practice management system, and efficient outsourced medical billing services to its patient engagement tools, Kareo helps streamline workflows and enhance patient experience.

The software offers an all-in-one platform for independent medical practitioners to manage patients’ records, billing, and invoices. Moreover, it helps you focus on customer experience and fosters the relationships between patients and specialists.

TherapyNotes

TherapyNotes Reviews 2023: Details, Pricing, & Features | G2

Rating: 4.4/5 (G2)

Key Features:

  • Scheduling: Schedule appointments, manage your to-do lists and offer clients the option to book appointments through the client portal. 
  • Notes: Start a note from your to-do list and document the session, facilitating effective record-keeping and providing consistent care.
  • Billing: Create and submit insurance claims with just a few clicks. 
  • Telehealth: Meet with your clients in person or remotely, providing flexibility and convenience for both parties.

TherapyNotes is a comprehensive practice management and EHR platform tailored to behavioral health professionals. It provides a suite of tools encompassing scheduling, documentation, billing, telehealth, and e-prescribing. Additional features like a secure client portal, payment processing, and dedicated customer support contribute to a seamless, end-to-end solution for managing mental health practices. 

The platform's fully encrypted database ensures top-tier security for patient records, and its cloud-based infrastructure enables accessibility from anywhere at any time.

SimplePractice

Understanding your Analytics dashboard and reports – SimplePractice Support

Rating: 3.9/5 (G2)

Key Features:

  • Facilitate scheduling: Select the services you wish to be booked online, accept or decline appointments, and receive reminders automatically.
  • Streamline documentation: Save time with custom templates for progress notes, assessments, or intake forms
  • Improved billing: Use online billing with bank-level security and AutoPay to automate client payments.
  • Client communication: Your clients can use a Client Portal for 24/7 access to documents, billing information, and appointments. 

SimplePractice is an all-in-one EHR and practice management software designed to simplify running a private healthcare practice. This solution helps health and wellness professionals manage and streamline scheduling, billing, and documentation tasks. 

With features such as a secure client portal and HIPAA-compliant telehealth capabilities, it offers a versatile solution for virtual and in-office practice needs.

Cerner

Cerner Ambulatory EHR - Pricing, Features, Demo & Comparison

Rating: 3.5/5 (G2)

Key Features:

  • Patient portal: Allows patients to communicate with providers, book appointments, request refills, or update their information.
  • Interoperability: Clinicians can access health information within the EHR workflow, improving patient care.
  • Continuous support: Clients can access implementation support and continued improvements within the platform.

Cerner's suite of solutions and services, such as the Millennium EHR platform and the patient portal, provides a streamlined and integrated approach to healthcare management. This improves workflow efficiency, greater patient engagement and enhanced patient care. 

Its interoperability solutions ensure seamless sharing of health information, reducing the time spent by clinicians searching for patient data and allowing more time for patient care. 

TheraNest

Note Templates to Streamline Your Practice | TheraNest

Rating: 4.5/5 (G2)

Key Features:

  • Appointment reminders: Increase your revenue by showing up and never missing appointments again.
  • Online therapy: HIPAA-compliant video conferencing, allowing you to conduct secure and private sessions with your clients.
  • Task management: Create and assign tasks, set due dates, and track your progress.
  • Insurance billing workflows: Includes electronic claim submission, invoicing, and validation of claims. 

TheraNest is a practice management software solution for therapists, psychologists, social workers, and counselors. The platform provides many features to streamline workflows and enhance client engagement, including storing client files, HIPAA-compliant telehealth services, efficient task management, and card processing. 

Tailored to accommodate all practice sizes, from solo practices to large non-profit organizations, TheraNest offers flexible plans and free 21-day trials. 

Smart

SMART Electronic Health Records Software increases admissions

Rating: N/A

Key Features:

  • Paperless operations: Seamless coordination and data handling among the treatment team.
  • Streamlined patient dosing and risk reduction: Reduces the risk of dosing errors through a comprehensive medication inventory management system. 
  • Team collaboration tools: Provides medical functionalities, such as customizable medical history templates, medication and allergy tracking reports, digital signatures for medical notes, and more.

Smart is a cloud-based clinic management tool powered by Amazon Web Services. Its primary goal is to enhance the effectiveness and efficiency of opioid treatment and outpatient substance abuse programs. 

It provides features such as securing patient information, simplifying the initial EHR implementation, increasing digital health record-keeping reliability, and supporting the expansion of your opioid treatment facility. 

BestNotes

BestNotes Software Reviews, Demo & Pricing - 2023

Rating: 4.5/5 (G2)

Key Features:

  • Telehealth: Access a telehealth platform for individual and group therapy, accommodating up to 50 participants.
  • Outcome tracking: Monitor patient progress over time using sophisticated outcome-tracking tools.
  • Medications: Enable the recording, tracking, and monitoring all medications prescribed to a client.
  • ePrescribing: Allows for the prescription of controlled medications.

BestNotes is a behavioral health electronic health record solution serving the industry for over 20 years. It offers many features, including a built-in CRM and a patient portal focusing on flexibility and efficiency.

Its key benefit lies in its ability to seamlessly integrate various aspects of patient care and administrative tasks into a unified platform.

Procentive

Create a Clinical Document – Procentive

Rating: 4/5 (G2)

Key Features:

  • Integrated telehealth services: Include electronic communication, access to patient information and care plans, and reports generated via HIPAA-compliant software.
  • Front office management: Simplified scheduling through customizable views, color coding, and alerts.
  • Financial management: Improve control over cash flow with real-time tracing of accounts receivable.

Procentive offers trusted solutions to mental health, behavioral health, and substance abuse providers. As an ONC-certified platform, it provides specialized solutions tailored to meet the needs of different stages of practices, ranging from sole providers to smaller practices. 

It unites the front office, clinical, and financial operations on a single screen, providing complete clarity over a business.

Azzly

AZZLY Rize Software Reviews, Demo & Pricing - 2023

Rating: 5/5 (G2)

Key Features:

  • Reports and analytics: Advanced tools to help providers monitor KPIs, track treatment outcomes, and optimize their services.
  • Patient engagement: Includes tools for increasing patient engagement, such as integrated patient portals, telehealth capabilities, and other communication features.
  • Outcome measurement: Keep track of your patients’ outcomes using the tool’s library of surveys and assessments.

Azzly is an all-in-one addiction treatment and behavioral healthcare software for organizations of all sizes. It provides key behavioral healthcare features, including scheduling, treatment plans, progress notes, and withdrawal management.

Azzly simplifies and automates healthcare providers’ needs, empowering staff members and improving patient outcomes.

Transform Your Addiction Recovery Center with FiveCRM

In an ever-evolving industry like addiction recovery, choosing a flexible, efficient, and customizable CRM is paramount. FiveCRM stands tall in this regard, making it a compelling choice for organizations in this field.

Compared to other software options like Kareo, TherapyNotes, and SimplePractice, FiveCRM stands out with its focus on customizable sales solutions for outbound and lead generation teams, aiming to improve the overall sales process. This makes FiveCRM a potent tool for addiction recovery centers looking to streamline their operations and improve efficiency.

To understand how FiveCRM can transform your addiction recovery center, start a demo and book a consultation with our team.

FAQs: Addiction Recovery Software

Q: What is addiction recovery software?

A: Addiction recovery software is a software solution designed to help addiction treatment centers and rehab clinics manage patient data, track progress, and improve overall efficiency. It provides features such as scheduling, billing, reporting, and patient management to streamline administrative tasks and improve treatment outcomes.

Q: What should I consider when evaluating health CRM and EHR software options for addiction recovery?

A: When evaluating health CRM and EHR software options for addiction recovery, it's important to consider functionality and features, ease of use and user experience, and security and compliance. Look for comprehensive features like appointment scheduling, billing, patient charting, and customizable templates. Prioritize user-friendly interfaces and customizable workflows. Ensure the software complies with healthcare regulations like HIPAA and offers robust security measures.

Q: What are some key features to look for in addiction recovery software?

A: Some key features to look for in addiction recovery software include appointment scheduling, billing and coding, patient charting, progress tracking, customizable treatment plans, patient assessments, and integration with other systems. These features help streamline administrative tasks, improve patient care, and enhance overall efficiency.

Q: What is FiveCRM?

A: FiveCRM is a customer relationship management platform that offers a highly customizable sales solution for outbound and lead generation teams. It aims to streamline and improve outbound sales processes, providing insights to increase overall performance. FiveCRM is suitable for addiction recovery centers looking to improve their sales process and efficiency.

Q: What are the key features of Kareo for addiction recovery?

A: Kareo is a comprehensive technology platform designed for independent practices. It offers solutions for care delivery, insurance reimbursement, patient collections, and patient experience. Key features of Kareo include specialty-specific solutions, a simple design with user-friendly interfaces, and customization options to meet the needs of different practice specialties.

Q: What are the key features of TherapyNotes for addiction recovery?

A: TherapyNotes is a comprehensive practice management and EHR platform tailored to behavioral health professionals. It offers features for scheduling, documentation, billing, telehealth, and e-prescribing. TherapyNotes also provides a secure client portal, payment processing, and dedicated customer support.

Q: What are the key features of SimplePractice for addiction recovery?

A: SimplePractice is an all-in-one EHR and practice management software designed to simplify running a private healthcare practice. It offers features for scheduling, billing, documentation, client communication, and telehealth. SimplePractice prioritizes ease of use, customization, and enhancing the overall client experience.

Q: What are the key features of Cerner for addiction recovery?

A: Cerner offers a suite of solutions and services, including the Millennium EHR platform and patient portal. It provides a streamlined and integrated approach to healthcare management, improving workflow efficiency and patient engagement. Key features of Cerner include a patient portal for communication and appointment booking, interoperability for easy access to health information, and continuous support for clients.

Q: What are the key features of TheraNest for addiction recovery?

A: TheraNest is a practice management software solution for therapists, psychologists, social workers, and counselors. It offers features for storing client files, HIPAA-compliant telehealth services, task management, and insurance billing workflows. TheraNest aims to streamline workflows and enhance client engagement.

Q: What are the key features of Smart for addiction recovery?

A: Smart is a cloud-based clinic management tool specifically designed to enhance the effectiveness and efficiency of opioid treatment and outpatient substance abuse programs. It provides features for paperless operations, streamlined patient dosing and risk reduction, and team collaboration tools. Smart aims to simplify initial EHR implementation, increase digital health record-keeping reliability, and support the expansion of opioid treatment facilities.

Q: What are the key features of BestNotes for addiction recovery?

A: BestNotes is a behavioral health electronic health record solution serving the industry for over 20 years. It offers features such as telehealth capabilities, outcome tracking tools, medication management, and e-prescribing. BestNotes aims to seamlessly integrate various aspects of patient care and administrative tasks into a unified platform.

Q: What are the key features of Procentive for addiction recovery?

A: Procentive offers trusted solutions to mental health, behavioral health, and substance abuse providers. It provides integrated telehealth services, front office management for simplified scheduling, and financial management tools for improved control over cash flow. Procentive unites front office, clinical, and financial operations on a single screen, providing complete clarity over a business.

Q: What are the key features of Azzly for addiction recovery?

A: Azzly is an all-in-one addiction treatment and behavioral healthcare software suitable for organizations of all sizes. It offers features for reports and analytics, patient engagement, outcome measurement, and electronic prescribing. Azzly aims to simplify and automate healthcare providers' needs, empowering staff members and improving patient outcomes.

Q: How can FiveCRM transform my addiction recovery center?

A: FiveCRM provides a highly customizable sales solution for outbound and lead generation teams. By streamlining and improving the sales process, FiveCRM can enhance the overall efficiency of your addiction recovery center. Its customizable workspace, sales pipeline management, native app builder, and telemarketing features can help your team work faster and more effectively, ensuring every lead counts.

Michael King says...

"I can’t think of a time where a client has requested something that we weren’t able to do with FiveCRM. Unlike most systems, it has a lot of flexibility."

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Managing Director, Senior Response

JAINE HUSBANDS SAYS...

“Each client, and each of their campaigns, has its own unique specifications. We essentially needed to set up mini CRMs on one platform to meet those requirements.”

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Operations Director, Team Telemarketing

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